Consensus Asset Management (CAM)
Havyard Group (HYARD) / HAV Group (HAV)
JOANN (JOAN)
Thunderful (THUNDR)
Brødrene Hartmann (HART)
Wilh. Wilhelmsen Holding (WWI), Wallenius Wilhelmsen (WAWI), and Treasure (TRE)
Embracer (EMBRAC)
Plus500 (PLUS)
Sohu.com (SOHU)
SoftBank (9984/SFTBY)
Copart (CPRT)
Kollect on Demand (KOLL)
Facebook (FB)
Nekkar (NKR)
Brief Portfolio Write-up
Plejd (PLEJD)
Naked Wines (WINE)
Discovery (DISCA)
GomSpace (GOMX)
Photocure (PHO), 11 Bit Studios (11B)
Inari Medical (NARI) and JOYY (YY)